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J.P. Morgan analyst Lisa Gill questions $CVS on the competitive market & the PBM business. President CVS Caremark Jonathan Roberts says that there is no one competitor that the company is taking business from, but it's across the spectrum, both large and small players. It is a balanced selling season with consistent performance seen in renewals.
$TWTR mentions Snap as one of its fiercest rivals in its 10K filing. Great head start for Snap ahead of IPO!